Form 5500 · Employee benefit plan · CONCORD, CA
BAY EQUITY, LLC
BAY EQUITY, LLC of CONCORD, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0360466 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 873 | December | $266,710 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 679 | December | $109,905 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 94 | December | $25,615 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 15 | December | $7,322 |
| VISION SERVICE PLAN | Vision | 422 | December | $2,169 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 16 | December | $2,020 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 47 | December | $1,723 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 52 | December | $922 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 3 | December | $905 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 6 | December | $755 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 5 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental | 2 | June | $0 |
Questions
Who is BAY EQUITY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BAY EQUITY, LLC's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does BAY EQUITY, LLC use?
BAY EQUITY, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 12 disclosed carriers.
When does BAY EQUITY, LLC's group plan renew?
The most recent Schedule A policy period for BAY EQUITY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BAY EQUITY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.